ABOUT FOLIOLENS

Precision tracking for the modern investor

FolioLens is a portfolio tracker for self-directed investors who care about the details — across US, EU and UK exchanges, across brokers, across currencies.

Why we built it

A tracker that respects your portfolio

Most portfolio apps are built for one market, one broker, one currency. The moment your account list crosses a border — a US brokerage here, a European ISA there, an LSE-listed ETF on the side — they fall apart.

We built FolioLens because we lived this problem. Spreadsheets that lied about returns. Apps that ignored ISIN-listed UCITS ETFs. Dashboards that priced GBP holdings in USD without telling us.

FolioLens speaks ticker, ISIN, native currency and time-weighted return. It works across Trading 212, Interactive Brokers, Revolut, eToro and any broker that exports a CSV — and it shows you the truth in whichever currency you actually live in.

“Your portfolio doesn’t fit in one country. Your tracker shouldn’t either.”
Our mission

Give every investor an honest picture of their portfolio

No tier games. No locked analytics. No hidden FX. Just the same precise tools every plan, every region, every account.

What we are here for

Make a precise, multi-broker, multi-currency view of your wealth feel routine

Most retail investors are flying half-blind because their tools simplify the wrong things. We don’t. FolioLens does the unglamorous work — symbol mapping, FX, time-weighted returns, dividend reconciliation — so the dashboard you open in the morning actually reflects reality.

What we value

Six principles, all the way down

These show up in the product, in our pricing, and in how we talk to you.

Precision over polish
A pretty chart that’s wrong is worse than a plain table that’s right. We pick the right number first.
Private by design
Encrypted at rest. No selling data. No ad networks. Your portfolio is yours; export it any time.
Global by default
US, EU, UK exchanges. USD, EUR, GBP. UCITS, ADRs, common stock. One tracker, every market that matters.
No tier games
Every paid plan ships with the full FolioLens. Plans differ only by portfolios and users — never by features.
Honest math
Time-weighted returns, not vanity numbers. We benchmark you against S&P 500 even when it makes us look worse.
Listen, then ship
Every feature on the roadmap traces back to a user asking for it. We don’t guess from the office.
How we work

A small product, run with care

FolioLens is built and maintained by a focused team. Here’s what that looks like in practice.

01
Ship slowly, fix immediately
New features land behind feature flags and roll out gradually. Regressions get hotfixed the same day.
02
Data we touch is data we encrypt
Cost basis, holdings, transactions — all encrypted at rest. Broker tokens are stored as read-only scopes only.
03
Pricing follows the cost, not the willingness-to-pay
We charge enough to keep the lights on and pay people well — nothing more. No “Pro” tier hiding the good stuff.
04
Support replies are written, not auto-generated
Every email and message goes to a human on the team. Usually you’ll get a reply within a working day.
US
United States
NYSE · NASDAQ · Cboe
EU
European Union
Xetra · Euronext · Borsa Italiana
UK
United Kingdom
LSE · AIM · Investment Trusts
By the numbers

What FolioLens already covers

3
Markets covered
4 brokers
Plus generic CSV
USD · EUR · GBP
Native currencies
TWR
Honest returns

See your portfolio the way it actually is

Drop a CSV from your broker. Get accurate returns, dividend forecasts and a benchmark in minutes.

Start your free trial See pricing
14 days, every feature, no card needed